MWA

MFA Wealth Advisors Portfolio holdings

AUM $426M
1-Year Est. Return 11.29%
This Quarter Est. Return
1 Year Est. Return
+11.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$738K
2
+$572K
3
+$348K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$336K
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$318K

Top Sells

1
+$5.16M
2
+$2.7M
3
+$2.45M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.42M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.3M

Sector Composition

1 Technology 2.54%
2 Financials 2.27%
3 Healthcare 1.87%
4 Communication Services 1.38%
5 Industrials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$773K 0.58%
11,447
+1,775
27
$728K 0.55%
21,913
+265
28
$665K 0.5%
12,086
29
$627K 0.47%
6,620
-240
30
$529K 0.4%
10,692
+1,036
31
$508K 0.38%
1,888
32
$496K 0.37%
3,700
33
$387K 0.29%
11,900
+2,250
34
$363K 0.27%
31,062
-441,468
35
$339K 0.26%
2,729
-852
36
$266K 0.2%
13,989
-127,098
37
$238K 0.18%
5,600
-55
38
$235K 0.18%
10,590
-42,472
39
$232K 0.17%
1,800
40
$195K 0.15%
16,755
41
$11K 0.01%
17
42
– –
-11,308
43
– –
-23,648
44
– –
-11,903
45
– –
-37,439
46
– –
-4,082
47
– –
-2,764
48
– –
-7,355
49
– –
-32,865
50
– –
-70,102
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